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Excel-based Federal Tax Form 1040 (2020)

Excel-based Federal Tax Form 1040 (2020)

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IRS Success sells a digital, downloadable Excel spreadsheet that replicates all items of current year Federal Tax Forms and Schedules, line-by-line.  All forms are linked to perform inter-form calculations. The spreadsheet contain six tabs; three tabs are active:

  1. Form 1040 lines 1 – 38.
  2. Schedule 1, Additional Income & Adjustments, lines 1 – 22--INACTIVE
  3. Schedule 2, Additional Taxes, lines 1-10--INACTIVE
  4. Schedule 3, Additional Credits and Payments, lines 1-13--INACTIVE
  5. Instructions
  6. IRS Success Contact and Disclaimer

Excel version of IRS Form 1040

How It’s Organized: The IRS Success Tax Form 1040 spreadsheet consists of four columns: 1) line numbers which mirror IRS forms; 2) descriptions of deductions and taxable income, which mirror IRS forms; 3) cells for entering dollar amounts; and 4) notes and instructions, which among other things, identifies corresponding schedules and forms that may need to be attached, and sources of dollar amounts, where applicable.

How to Use it : Customers need only enter raw dollar amounts into line-item orange cells and the red tax cell (the dollar amount entered from the tax table).  All calculations are pre-formulated: this means customers do not have to perform any calculations. Formulated cells are green and “locked.” Locked cells do not allow dollar amounts or other information to be entered. Note: products do not contain tax payer information or signature sections.

Form 1040 automatically calculates the dollar amount of your refund (green cell) or the amount you owe (red cell). 

How to File it: Once customers have completed the spreadsheet of Federal Tax Form/s and Schedules, the next step is to either:

  • print the spreadsheet and copy the information onto Tax Forms; OR
  • copy the information directly from spreadsheet onto Tax Forms; OR
  • mail or otherwise submitting the spreadsheet to the IRS

Customers choosing option 3 need to add or attach taxpayer information (e.g., name, address, dependents, SS#, etc.) and signature page.

Instructions: The IRS Success Tax Form 1040 spreadsheet comes with a detailed, user-friendly set of instructions for using our Excel-based Federal Tax Forms. Here’s what they include: a link to the IRS website, so customers can download the latest Federal Tax Forms; and step-by-step directions for using the Excel spreadsheet.  Note: IRS Success instructions are for the use of our products; they are not tax instructions.  Please use the tax instructions provided by the IRS.